Medallion Wealth Advisors, LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.24K	Sell
2025 Q4	$8.63K	Hold
2025 Q3	$8.45K	Hold
2025 Q2	$7.63K	Sell
2025 Q1	$10.5K	Buy
2024 Q4	$8.94K	Buy